PE-backed companies need clean books, covenant compliance, and board-ready reporting from day one. We embed as your finance team — pre-deal, post-close, and through exit.
How We Support Portfolio Companies
Pre-deal, post-close, and through exit — we know the PE playbook.
✓Quality of Earnings (QoE) preparation
✓Sell-side & buy-side due diligence support
✓Post-close integration (100-day plan)
✓Covenant tracking & lender reporting
✓Board & investor reporting packages
✓Add-on acquisition financial integration
The PE Finance Lifecycle
Institutional finance for every stage of the deal.
PRE-DEAL
Transaction Readiness
- ✓Quality of Earnings preparation
- ✓GAAP restatements & cleanup
- ✓Working capital analysis
- ✓Sell-side due diligence support
- ✓Data room preparation
POST-CLOSE
Integration & Build
- ✓Day-1 readiness planning
- ✓ERP / system migration
- ✓Chart of accounts redesign
- ✓Finance team buildout
- ✓100-day plan execution
ONGOING
Steady-State Finance
- ✓Monthly close & reporting
- ✓Covenant tracking & compliance
- ✓Board & investor packages
- ✓Add-on acquisition support
- ✓Exit preparation
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Maverick got our financials deal-ready in 6 weeks. The buyer's diligence team had zero follow-up questions on the numbers.
CEO, PE-backed SaaS Company
Sell-Side Readiness
Supporting a portfolio company?
From QoE prep to post-close integration — we embed as the finance function your portco needs.
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